Kingswood Wealth Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
13,439
-5,388
| -29% | -$179K | 0.04% | 446 |
|
|
2025
Q1 | $562K | Sell |
18,827
-819
| -4% | -$24.5K | 0.05% | 363 |
|
|
2024
Q4 | $617K | Sell |
19,646
-205
| -1% | -$6.44K | 0.05% | 383 |
|
|
2024
Q3 | $602K | Sell |
19,851
-400
| -2% | -$12.1K | 0.04% | 407 |
|
|
2024
Q2 | $599K | Buy |
20,251
+9,118
| +82% | +$270K | 0.05% | 344 |
|
|
2024
Q1 | $315K | Buy |
+11,133
| New | +$315K | 0.04% | 460 |
|